BRIDGEPORT MANAGEMENT SERVICES C LLC

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UUID0a1843bb-84b1-5276-9416-f11faf6fdb6b

TypeASSET_MANAGER

Status—

Created2025-10-23 02:24:31

Updated2025-10-23 02:24:31

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	338625	338625	—	1.0

Profile

Website—

HQ CityCARDIFF

HQ StateCA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

BRIDGEPORT FINANCIAL TECHNOLOGY INC. adv_part1

People

Name	Title	Role	Email	Evidence
BRIDGEPORT FINANCIAL TECHNOLOGIES INC	OWNER	OFFICER	—	{"filing_id": "2014220", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
NERO, CHRISTOPHER, PAUL	OWNER	OFFICER	—	{"filing_id": "2014220", "owner_id": "4783370", "source": "adv_part1", "table": "Schedule_A_B"}
Stefanick, David, Matthew	DIRECTOR	OFFICER	—	{"filing_id": "2014220", "owner_id": "6957576", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

BRIDGEPORT FINANCIAL TECHNOLOGIES INC

OWNER

OFFICER

—

{"filing_id": "2014220", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

NERO, CHRISTOPHER, PAUL

OWNER

OFFICER

—

{"filing_id": "2014220", "owner_id": "4783370", "source": "adv_part1", "table": "Schedule_A_B"}

Stefanick, David, Matthew

DIRECTOR

OFFICER

—

{"filing_id": "2014220", "owner_id": "6957576", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/ERA_ADV_Base_20250901_20250930.csv 2025-10-23 02:24:31 • csv
```
{
  "date_submitted": "09/19/2025",
  "filing_id": "2014220",
  "reg_type": "ERA"
}
```

BRIDGEPORT MANAGEMENT SERVICES C LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1